New Dynamics 365 Sales mobile experience – Dynamics 365: 2020 release wave 2 plan

ne of the features that Microsoft is planning to roll out from October 2020 is the new dynamics 365 Sales mobile experience app. This is available for Public Preview in Oct 2020 therefore I couldn't install it on my mobile, but the user experience seems promising. The top feature of the new Dynamics 365 Sales … Continue reading New Dynamics 365 Sales mobile experience – Dynamics 365: 2020 release wave 2 plan

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COVID – 19 – Crisis Communication – Power App for Company Employees

Yesterday Microsoft announced Power App template for Crisis Management that any organisation can use for managing Crisis with in the organisation. For COVID-19 emergency, organisation can use this Power App to engage employees for their well being. It can also be used for: Bush Fire Emergency Schools and Day Care Shut down Road Closures Hospital … Continue reading COVID – 19 – Crisis Communication – Power App for Company Employees

How to send an invitation code to the Microsoft CRM Portal User for registration

Problem: How to send an invitation code to the Microsoft CRM Portal User for registration Solution: Create a custom solution with workflows and entities. Use Contact and Invitation entity. Details: Pre-requisite: User configuring the system is the Global Administrator Microsoft CRM Portals add on is configured Customer Self Service portal is switched on Please follow … Continue reading How to send an invitation code to the Microsoft CRM Portal User for registration

How to create a Knowledge Article in Dynamics 365?

Knowledge articles can address any number of issues your customers encounter while using your organization's product or services. Types of Knowledge articles can include solutions to common issues, product or feature documentation, answers to frequently asked questions (FAQs), product briefs, and more. You can use the rich text editor to create knowledge articles, format your … Continue reading How to create a Knowledge Article in Dynamics 365?

Talent App Trial is for 60 Days in Dynamics 365

Talent is an App in Dynamics 365, that covers the Employee Attract, On boarding and Core HR processes for the Business. And Dynamics 365 is an end to end business automation software in the cloud by Microsoft. The best thing about Talent App, is that its easy to configure, and challenging thing about this app … Continue reading Talent App Trial is for 60 Days in Dynamics 365

Quick Tip – How to bulk close your cases in Dynamics 365 – Customer Service?

As an IT Help desk agent, at times you want to close cases in bulk. Out of the box, there isn't any button or option that you can select and do this job. I have written an on demand work flow, that will help close the cases in bulk. Problem: You want to close cases … Continue reading Quick Tip – How to bulk close your cases in Dynamics 365 – Customer Service?

How to create a Bid or Tender Management System in Dynamics 365?

Bid management is a process by which Bid Managers completes the submissions to respond to a proposal. It is an end to end process of ensuring quality standards are met. Bid management is also called Tender Management some time. For example, lets suppose there is a “Flinders Train Station Upgrade Project” in Melbourne and Public … Continue reading How to create a Bid or Tender Management System in Dynamics 365?

Dynamics 365 – IT Help desk – How to send an email, when a case is assigned to an engineer?

In Dynamics 365, I have configured IT Help desk by picking up the Customer Service module. I have a business requirement, that my engineer should receive an email, as soon as the case is assigned to him/her. The case is assigned by IT Help desk agent. For this requirement, I have setup a workflow in … Continue reading Dynamics 365 – IT Help desk – How to send an email, when a case is assigned to an engineer?

How I configured IT Assets for IT Helpdesk in Dynamics 365?

I have Dynamics 365 Customer Engagement plan subscription. And I am using IT Help desk in Services module. I can create help desk cases, incidents, changes and problems. Things are going well. This is our internal IT help desk system and I don't plan to subscribe for Finance and Operations at the moment. So, now … Continue reading How I configured IT Assets for IT Helpdesk in Dynamics 365?

Opportunity page gives error, after we delete “In Progress” option from Status Reason field -in Dynamics 365

In Dynamics 365 version 9.0, if you are working on Opportunity entity and delete one of the option, from the Status Reason - you will receive an error. I deleted the option " In Progress", from the "Status Reason" field in "Opportunity" entity in Dynamics 365 Sales app. After deletion, I got the error and … Continue reading Opportunity page gives error, after we delete “In Progress” option from Status Reason field -in Dynamics 365